iPaaS : Salesforce To Database Integration : Uni-Directional

DBSync for Salesforce and Database Integration is an easy to use solution to integrate Salesforce objects like accounts, contacts, products, opportunity & opportunity line items. Salesforce to Database uni-directional solution is also useful to migrate historical Salesforce data into database. DBSync provides uni-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capabilities. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

This tutorial serves as an illustration for reading various records from Salesforce and writing to the configured tables of a database. The below table depicts the data flow between various objects of Salesforce objects to the chosen database tables.

The process map of the uni-directional solution between Salesforce  and a database is as shown in below image.

The prerequisites for this integration are as follows 

• Have a valid license to DBSync Salesforce, Database connector and username, password to connect to DBSync iPaaS platform.
• Have your both login and password of the Salesforce to access their web service
• Setup security in Salesforce to connect through external integration
• Should have a valid database username, password, host/IP address and port on which database is hosted.

• The username and password configured for Database connector instance should have sufficient privilege to access the database which is required for integration requirement.

  
  

The below are the steps to get started with your Salesforce instance and to configure the DBSync's Salesforce connector 

1. Click on the Edit of the Salesforce connector to input the Salesforce parameters.
2. Click on Save to save the settings.

The below table gives the required and optional parameter to be set for establishing a connection of Salesforce from which you would like to read the data and write to database of your choice.

The below are the steps to get started with a database and to configure the database connector.

1. The below table gives the required and optional parameter to be set for establishing a connection of database and to write the various tables as chosen in the relevant workflows .
2. Click on save to save the parameter settings.

1. Login into www.mydbsync.com and click on Customer Login.
2. Enter your DBSync Username and Password and click on Login.
3. Once logged in, Click on template library menu from the left side navigation.
4. Search for template name Salesforce To Database : uni-directional template and import to your workspace.
5. You will be re-directed to connector listing of the Salesforce To Database : uni-directional template
6. In the connector listing page, You can see Salesforce and database connector.
7. Click on Edit to configure connectors respectively and individual connector configuration are explained in the subsequent sections.
8. Now, you can navigate to the process listing page to view the pre-defined mappings .
9. The various transformations can be applied to the each field through the mapping section and save the workflow 
10. Click on the Run now button to initiate the integration of the chosen workflow.
11. The sync can be monitored through the log section of the and in the event of the error, you can drill down the each event log to debug and to fix the error at its occurrence.

Integration can be run using scheduler or Run Now button. Scheduler job are used to trigger process at scheduled time interval automatically while as manual trigger of the sync can be initiated by hitting the Run Now button from the process listing page / workflow page.

Scheduler 

To create a scheduler job , one have to follow the below steps.

1. Inside a project, Navigate to the scheduler page from the left side navigation.
2. From the Add Schedule section, Create a schedule job by selecting the process from the drop down, start on date , start on time, repeat frequency and save the job.
3. If repeat frequency is set to no repeat then scheduled job trigger sync just only once as per scheduled date and time.
4. If repeat frequency is set to either minutes, hourly, weekly then the process is scheduled to run at the repeat set frequency.

Run Now 

To manually trigger the sync, one can hit the Run Now button in the following manner.

1. Hitting the Run Now button from the process listing page.
2. Hitting the Run Bow button from workflow listing page.
3. By hitting the Run Now button from the Trigger page.

Salesforce Connector

Database Connector

Scheduler